Send goods out with the Outbound board
Dispatch collections, deliveries and installs, and get the docket signed.
What this is for
Outbound is where despatch staff work: jobs that have finished production and still have goods to leave the building. You raise a delivery docket, send it, and get it signed for — on a tablet or on paper.
Before you start
- The job has finished production and has goods to go out.
Step by step
- 1
Open Outbound from the sidebar. The three filter rows combine, so you can ask real questions — 'installs that are ready to go', or 'collections with a docket, due this week'.
Note: Going out by picks collections, deliveries or installs. State covers still to send, ready to go, in production, has a docket, on the move and delivered. Date shown switches between the date the job is required by and the date the docket says it is going out.
- 2
Find the job and click Make docket. Choose what is going out — the builder shows what has been ordered and what has already been sent, so part-deliveries are easy.
- 3
Fill in where it is going: delivery address, going-out date, site notes, and the carrier and consignment number if someone else is carrying it. For a collection, record who collected it.
- 4
Save the docket, then use the document actions to get the branded PDF. Print it for the driver, or email it to the customer.
- 5
When the goods land, open the docket and use Sign for the goods — the customer signs on screen with a finger or a mouse and the docket is marked delivered. If they will not sign a tablet, the printed docket has a signature block to sign by hand.
Tips & gotchas
- A signature captured on screen prints into the PDF's signature block, so the paper copy and the record agree.
- The docket's look comes from your document templates (Documents → Document templates), the same as quotes and invoices.
- Switch the board to the Dockets view to see everything already raised, rather than the jobs still waiting.